Customer Service Representative, Retirement

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Lincoln Financial

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

Gegründet 1905

💸 Finanzen

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial ist eine Organisation, die sich dem Schutz der Privatsphäre und Sicherheit ihrer Bewerber verpflichtet hat. Sie informiert aktiv über mögliche Rekrutierungsbetrügereien und beschreibt ihre robusten Einstellungsverfahren. Dabei wird klargestellt, dass während des Bewerbungsprozesses keine sensiblen persönlichen Informationen angefordert werden. Das Unternehmen bietet eine vielfältige Palette an Karrieremöglichkeiten in verschiedenen Bereichen wie Versicherungsmathematik, Finanzen, Recht und Kundenservice und setzt sich für die Wahrung der Chancengleichheit ein.

Beschreibung

• Answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns. • Work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution. • Meet and/or exceed all established key performance goals including call metrics and quality. • Build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software. • Provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution. • Demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change. • Identify and recommend process improvements and organizational initiatives to positively influence the team and quality.

🎯 Anforderungen

• High School Diploma or GED • 0-1+ Years of general experience – does not need to be directly related to the position. • Strong written and verbal communication skills. • Ability to work with others in a fast-paced, team environment. • Ability to quickly learn complex systems and product knowledge. • Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations. • Computer navigation experience, ideally using a laptop and dual monitors. • Ability to be adaptable/flexible as business needs change. • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

🏖️ Vorteile

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes • Leadership development and virtual training opportunities • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Work arrangements that work for you • Effective productivity/technology tools and training